+51.2%
APO vs TNA
+99.7%
-48.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.0% | +0.7% | -1.3% |
| 7D | -4.9% | -7.6% | +2.7% | -2.3% |
| 30D | -8.4% | -13.6% | +5.2% | -3.9% |
| 3M | -2.1% | +2.8% | -4.9% | -3.7% |
| 6M | +19.2% | +34.5% | -15.3% | +5.0% |
| YTD | -10.5% | +41.0% | -51.6% | -23.0% |
| 1Y | -2.7% | +52.0% | -54.7% | -19.5% |
| All | +51.2% | +99.7% | -48.5% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded TNA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling